Retirement Fund Specialist

2 weeks ago


Cape Town, Western Cape, South Africa Tracking Talent: a WilsonHCG Company Full time
A well-established Investment company is seeking a Retirement Fund Specialist. This role provides a great client and advisor experience through exceptional levels of service. Instructions from clients are validated and processed speedily and accurately. Any incomplete instructions are followed up with the relevant stakeholders in a professional and friendly manner. This role has a specific focus on retirement fund support.

Qualifications & Experience:

  • Degree or Diploma in Finance/Accounting/Investments/Commerce/Information Systems
  • Experience with Retirement Fund Administration (Death Claims, Section 14 Transfers, etc.)
  • Platform administration experience (Linked investment products, Retirement Funds, Living Annuities and Endowments)
  • Worked with Principal Officer and Trustees of Retirement Funds

Duties & Responsibilities:

  • Interacting with retirement fund Principal Officer and Trustees in order to:
  • Investigate and manage death claims end to end,
  • Make recommendations to trustees in line with various legislative and business requirements,
  • Facilitate Section 14 transfers
  • Liaising with Beneficiaries, executors, and other 3rd party stakeholders to facilitate completion of instructions
  • Ensuring all incoming work is processed within required turnaround times and before relevant cut offs.
  • Ensure completeness and accuracy of instruction
  • Support team members and Team Leader
  • Attend to queries
  • Maintain records of all interactions on CRM system
  • Ad hoc duties as may be required from time to time


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